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Document & Receipt Management

View scanned documents without leaving the app, upload receipts directly from a vendor's account page, control which files are linked to bills, and make sure every payment dollar lands where it should.

Try It Free

Built-In Document Viewer

Stop downloading files just to check what is on them. Hit the View button beside any receipt or vendor invoice and BizBooks Pro opens it in a full-screen overlay right inside the application. Images display at native resolution and PDFs load in a scrollable, zoomable viewer.

  • Full-screen overlay for images and PDF documents
  • Native-resolution rendering with scroll and zoom controls
  • One-click download when you need the file locally
  • Dismiss the viewer by clicking outside or pressing the close button
[Document Viewer Screenshot]

Upload Documents Without Leaving the Vendor Page

While reviewing a vendor account, you can upload a receipt or vendor invoice right from the Documents tab. There is no need to navigate to a separate upload screen. The scanned file is tagged to that vendor automatically, and the AI extraction engine pulls out amounts, dates, and line items on the spot.

  • Dedicated Scan Receipt and Scan Invoice buttons on every vendor profile
  • Vendor assignment is handled for you — no manual matching
  • AI reads the document and fills in key data fields instantly
  • Uploaded files appear in the vendor's Documents tab immediately
[Vendor Upload Screenshot]

Link, View, and Remove Bill Attachments

Every bill in BizBooks Pro can carry one or more supporting documents — scanned receipts, vendor invoices, purchase orders. You can view them inline, and if a file was attached to the wrong bill, remove it with a single click. The original scan stays safe in your Receipt Scanner archive for reuse.

  • See all linked documents on the bill detail page
  • Detach a document from a bill without deleting it
  • Original scans preserved in the Receipt Scanner for reattachment
  • View any attachment inline before deciding what to do with it
[Bill Attachments Screenshot]

Payment Allocation That Adds Up

When you record a payment against open bills, BizBooks Pro now checks that every dollar is assigned. If the payment total is higher than the sum allocated to bills, the system blocks the save and tells you exactly how much is unaccounted for. Use Auto-Allocate (FIFO) to spread the payment across the oldest bills first, or adjust the totals manually.

  • Live allocation status indicator — green for balanced, red for unmatched
  • Save button disabled until every dollar is accounted for
  • FIFO auto-allocation distributes payments to oldest outstanding bills
  • Over-allocation is blocked as well — no double-counting
[Payment Allocation Screenshot]

Why This Changes Your Workflow

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Stay in Context

Preview documents and upload receipts without navigating away from the page you are working on. Every action stays right where you need it.

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Reliable Paper Trail

Every bill connects back to its source document. Attach, detach, and reattach files as your records change — nothing gets lost.

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Payments You Can Trust

Allocation validation closes the gap between what you intend to pay and what actually hits the books. No surprises at reconciliation time.

Keep Every Document Organized

Download BizBooks Pro and see how receipt scanning, vendor uploads, and payment validation work together out of the box.

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